Our Adviser Reviews report, part of NextWealth’s Adviser Tech Stack series is now available.

The NextWealth Adviser Tech Stack series delivers in-depth analysis of the technology that underpins the delivery of financial advice. This latest edition is our annual state of the nation report, covering market share and adviser reviews of key tech providers as well as the ways that financial advice professionals are using their tech and how that is changing.

Based on feedback from hundreds of advice professionals, we look at platforms, back-office systems, risk profiling, cashflow modelling, client portals and tools for meeting notes and summaries. How those systems connect is vital, so we also look at integrations and highlight gaps between them. We also discuss the most important trends impacting this fast-changing world.

The report is used to:

• Assess market share of individual providers
• Measure user satisfaction with advice tech, identifying competitive strengths and weaknesses
• Prioritise integrations and proposition developments
• Identify emerging adviser tech trends

Methodology

The data in this report is from two surveys of a total of over 1000 financial advice professionals (financial advisers, financial planners, paraplanners and operations managers).

• Advice tech reviews and market share are based on a robust sample of over 330 employees of financial advice firms.

• Platform reviews are based on an additional sample of 861 financial advice professionals conducted in July 2025.

Comparisons are offered to past surveys from 2021 to 2024.

We also conducted eight in-depth phone interviews with a mix of financial advice professionals representing a range of firms by size.

Data in this report is included in the NextWealth Directory that houses over 5,000 reviews of advice tech.

To download a copy of the sample, complete the form on the right.